Qualifications

Experience Summary

Mr. Kaplan has more than 49 years of experience in the areas of forensic accounting, business valuation and litigation consulting. He serves as a senior advisor at Neumeister & Associates, CPAs and Advisors. He has rendered services in numerous litigation matters, including business litigation, professional malpractice matters, fraud and embezzlement, intellectual property, marital dissolution, loss of earnings, employment matters, and partner and shareholder disputes. He has qualified to testify in court as an expert witness in approximately 300 matters.

Mr. Kaplan has also served as a court-appointed expert and accounting referee. Mr. Kaplan is actively involved in the educational field. He has served on the faculty of the Marshall School of Business and Leventhal School of Accounting at the University of Southern California.He has also served in the faculty of the National Judicial College. He has presented to various Bar Association groups, CPA groups, appraiser groups, and other professional organizations. He has developed and presented continuing education programs in financial and management accounting, economic damages, forensic accounting, business valuation, and the CPA’s role in litigation. He has authored publications in the areas of Business Valuation, Litigation Practice Marketing, Valuation Practice Management, the Accounting Expert, and Marital Dissolution.

Mr. Kaplan is a principal member of the training development team of the National Association of Certified Valuators and Analysts (NACVA) and served as president of NACVA’s Financial Forensics Institute. Mr. Kaplan is the recipient of NACVA’s 2017 Magna Cum Laude Award and 1997 Circle of Light Award (the highest distinction awarded to NACVA instructors), 1996 Instructor of the Year Award, and numerous Instructor of Exceptional Distinction Awards.